Pre-cutover check
Compare a source extract with the prepared CRM export before the implementation team approves a change.
For CRM implementers and RevOps teams
Independent export QA.
Before client cutover.
Add a bounded second check when a client migration, workflow or report depends on two exports agreeing. TraceLead Ops returns reviewable exceptions without touching the live system.
01 / WHERE IT FITS
A second set of eyes
at three decision points.
The pilot supports a delivery decision. It does not replace implementation, UAT or the client’s sign-off.
Overflow QA
Give a small, well-defined comparison to an independent reviewer while the delivery team stays on the migration.
Disputed totals
Separate missing matches, duplicate keys and value differences when two reports support conflicting conclusions.
02 / HANDOFF
Evidence your team
can review and own.
Coverage
Source total, CRM total, matched records and unmatched records under the agreed key.
Exceptions
Duplicate keys, nulls, format issues and row-level value differences kept separate from assumptions.
Decision note
Observed findings, known limits, priority checks and questions for the implementation owner.
Flexible handoff
Internal or client-facing presentation can be agreed before work starts. No undisclosed claims or silent changes.
03 / HARD EDGES
Small enough to scope.
Clear enough to reject.
Included
- Two agreed CSV exports
- Shared identifiers and field rules
- Up to 5,000 combined rows
- One report and review handoff
Separate scope
- Migration execution or cleanup
- API connections and live access
- Production imports or deletions
- Ongoing monitoring or certification
CHECK THE NEXT PROJECT
Send structure first.
Keep records out.
Share the CRM platforms, approximate row count, join key and decision date. Field names or a synthetic example are enough for the first scope review.
Request a partner scope check No referral fee, exclusivity or white-label arrangement is assumed.